VIG vs DVAL

AVIG

BDVAL

Measures won2–3DVAL wins · of 6 · 5Y

$10,000 · 5Y$16,596VIG · IEFA $14,690

Lowest cost0.04%VIG · $4 on $10k

Most income5.15%DVAL · $515 on $10k

Smallest drop−6.2%DVAL · worst fall in 1Y

Held in common[…]VIG and DVAL

Vanguard Dividend Appreciation ETF · $109BBrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60M

+18.9%3 years · per year$16,806 · $15,457+15.6%

+10.7%5 years · per year$16,596 · […][…]

0.04%Expense ratio$4 · $49 on $10k · lower wins0.49%

1.45%12-mo yield$145 · $515 on $10k

Cards for this view

VIG

Vanguard Dividend Appreciation

$16,596

DVAL

BrandywineGLOBAL-Dynamic US Large Cap Value

[…]

MeasureVIGDVAL

Fee0.04%0.49%

Cost on $10k a year$4$49

Yield1.45%5.15%

5 years, per year+10.7%[…]

3 years, per year+18.9%+15.6%

Worst drop · 1Y−7.9%−6.2%

Volatility · 1Y11.0%

#
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.40%	−0.7%	+9.9%	+12.2%	+18.5%	+8.0%	−11.5%	$192.4B
3	BDVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk	0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M

#
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.40%	−0.7%	+9.9%	+12.2%	+18.5%	+8.0%	−11.5%	$192.4B
3	BDVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk	0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M

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